Microsoft Dynamics NAV 2017Simplified setup

Presented By: Solution Systems, Inc.

You can use the assisted setup feature to guide you through setup scenarios, simplifying and streamlining the set up of selected areas. For example, you can:o Launch the application with as little

user interaction as possible. o Use a predefined set of data to quickly

set up main features. o Use the new Assisted Company Setup

wizard to enhance first-time experiences.

What’s new in Microsoft Dynamics NAV 2017?

Learn more at http://aka.ms/NAVGetReadyhttp://bit.ly/NAV2017

Customer benefits

A REPEATABLE SETUP EXPERIENCEUse assisted setup and a predefined set of data to quickly implement repeatable solutions and follow fewer manual setup steps

STREAMLINED USER SETUPEasily create users, with improved compatibility between Microsoft Dynamics NAV and Office 365. New users are automatically created with user groups & permission sets, integrated with Office 365

ASSISTED GUIDANCEFollow wizards to set up workflows for approvals, set the fiscal year, or set up US sales tax

AUTOMATED STEPSUse deployment and PowerShell scripts to create a new company and add default setup data

The Company Setup wizard is initiated when the company is opened for the first time

Add information to send external documents

Include bank information available to customers

Start the fiscal year

Information is stored and the setup initiated

Monitor your progress The Role Center highlights your progress and enables you to focus on specific areas

Enhanced setup navigationNavigate to the relevant setup areas from the Business Manager Role Center

Default setup data includes:Chart of account

Posting setup

VAT and TAX setup

Default journal templates

Dimension

Customer/vendor /item templates

No. Series

Setup tables

Data exchange definitions

Local functionality

Learn more at http://aka.ms/NAVGetReadyhttp://bit.ly/NAV2017

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